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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $202,348-88.2% | $172,757-86.1% | $152,914-84.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.15% | 1029.95%-1014.8pp | 803.06%-787.9pp | 345.48%-330.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $17,113-100.0% | $13,956-100.0% | $11,601-100.0% |